Baker Tilly Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$128.02 - $149.03 $25,604 - $29,806	200 Added 5.71%	3,700 $0
Q3 2022 Oct 20, 2022	SELL	$127.28 - $152.39 $5,345 - $6,400	-42 Reduced 1.19%	3,500 $445,000
Q2 2022 Jul 28, 2022	BUY	$130.84 - $158.96 $5,495 - $6,676	42 Added 1.2%	3,542 $475,000
Q1 2022 Apr 27, 2022	SELL	$148.26 - $164.2 $800,604 - $886,679	-5,400 Reduced 60.67%	3,500 $552,000
Q2 2021 Jul 30, 2021	BUY	$143.08 - $152.26 $1.27 Million - $1.36 Million	8,900 New	8,900 $1.34 Million

1,833

233M

2.45M

9.88M

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.